Asset Dedication LLC’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $818K | Buy |
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|
2025
Q1 | $573K | Sell |
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|
2024
Q4 | $551K | Buy |
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|
2024
Q3 | $573K | Buy |
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|
2024
Q2 | $494K | Sell |
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|
2024
Q1 | $524K | Sell |
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|
2023
Q4 | $526K | Sell |
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|
2023
Q3 | $516K | Hold |
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|
2023
Q2 | $546K | Sell |
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|
2023
Q1 | $561K | Sell |
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|
2022
Q4 | $539K | Buy |
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|
2022
Q3 | $396K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $459K | Sell |
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|
2021
Q4 | $510K | Buy |
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|
2021
Q3 | $436K | Buy |
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|
2021
Q2 | $338K | Buy |
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|
2021
Q1 | $278K | Sell |
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|
2020
Q4 | $293K | Hold |
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|
2020
Q3 | $256K | Sell |
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|
2020
Q2 | $367K | Buy |
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|
2020
Q1 | $321K | Buy |
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|
2019
Q4 | $374K | Buy |
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|
2019
Q3 | $349K | Sell |
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|
2019
Q2 | $406K | Buy |
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|
2019
Q1 | $286K | Sell |
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|
2018
Q4 | $283K | Buy |
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|
2018
Q3 | $316K | Buy |
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|
2018
Q2 | $288K | Hold |
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|
2018
Q1 | $300K | Sell |
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|
2017
Q4 | $453K | Buy |
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|
2017
Q3 | $295K | Sell |
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|
2017
Q2 | $290K | Sell |
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|
2017
Q1 | $285K | Sell |
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|
2016
Q4 | $304K | Buy |
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|
2016
Q3 | $304K | Hold |
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|
2016
Q2 | $286K | Buy |
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|
2016
Q1 | $292K | Sell |
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|
2015
Q4 | $688K | Buy |
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